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How Do I Make my Custom Fields a Default When I Create a New Booking / Contact / Event / Account / Group?
How Do I Make my Custom Fields a Default When I Create a New Booking / Contact / Event / Account / Group?
Updated over a month ago

Objective:

  • Set fields as default for new Bookings

  • Set fields as default for new Contacts

  • Set fields as default for new Events

  • Set fields as default for new Accounts

  • Set fields as default for new Groups

Procedure:

  1. Select Settings from the left-hand sidebar

  2. Select the Fields dropdown

  3. Click on Custom Fields

  4. Find the Field you wish to see on Booking/Event/Contact/Account/Group creation screen

  5. Click the pencil edit icon on the field you wish to adjust

  6. Check the box for Add View

  7. Click Apply

Additional Information:

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